The Wealthy Will
Personal finance, investing, and building wealth.
S&P Downgrades Meta's Credit Rating Outlook to NegativeS&P shifted its outlook on Meta's credit rating to negative, a signal that a downgrade could follow without a rating change today.
401(k) Balances Above $700,000 Can Raise Social Security Tax Bills24/7 Wall St. reports a $700,000 traditional 401(k) can trigger an RMD large enough to tax 85% of Social Security.
S&P 500 Index Funds Face Rising Concentration RiskA Yahoo Finance report says heavy reliance on a few mega-cap stocks makes today's S&P 500 funds harder to diversify.
Independent Record Lists Seven Year-End Money MovesThe Independent Record published a seven-item year-end money checklist, arriving as households weigh retirement, tax and budget decisions before January.
What We Know About Average Retirement Savings by Age, Per Fed DataFed-linked figures show average savings from $48,400 under age 35 to $670,200 for workers 55 to 64, Yahoo Finance reports.
Fed Data Shows 39% of U.S. Families Spent Nothing on VacationFederal Reserve-sourced figures cited by 24/7 Wall St. show 39% of American families reported zero vacation spending.
How Is Personal Finance Changing for Younger Generations?A TODAY.com report on shifting financial habits among younger adults arrives alongside new data on credit views and ETFs.
MarketWatch Finds 80% of Retirees Mishandle Their 401(k)sMarketWatch reports most workers mishandle 401(k) decisions at retirement, a choice that shapes taxes and savings for decades.
USA Today Reports Generation X Anxiety Over RetirementUSA Today found Generation X increasingly anxious about retirement, prompting questions about savings choices the generation can still control.
NEW YORK — Yahoo Finance Touts Buffett's ETF Pick for 20-SomethingsYahoo Finance argues investors in their 20s should buy an index-fund ETF Warren Buffett has recommended and hold it for decades.
Study Finds Retirement Savings Struggles Span All US GenerationsA report from 401k Specialist says retirement savings struggles cross generational lines, though detailed figures remain unavailable.
CrossCountry Widens VantageScore Eligibility, Reports $2,500 SavingsCrossCountry Mortgage expanded VantageScore use for loan eligibility, reporting an average $2,500 in borrower savings, per trade coverage.
What We Know About LA Times' Wealth Tax, Retirement Savings WarningAn LA Times contributor says wealth taxes could open the door to taxing 401(k)s and IRAs; here is what the column argues.
Slate Credits Trump Administration on Credit Score MoveSlate, usually critical of the administration, praised a Trump administration action tied to consumer credit scoring this week.
Credit Karma's 2026 Student Loan Debt Report Tracks Borrower TrendsCredit Karma has released its 2026 Student Loan Debt Report as borrower anxiety over credit and debt draws fresh scrutiny.
One New Study Asks Why Pensions Piled Into AlternativesA new Index Fund Advisors report probes why public pensions keep adding alternative assets even as the supporting evidence stays contested.
InvestmentNews Warns Inflation Is Eroding Retirement SavingsInvestmentNews reports inflation is quietly shrinking retirement savings, and many savers have not noticed the erosion yet.
How Many Americans Have $1 Million in Retirement Savings?Investopedia examines why no single verified count exists for US households with $1 million retirement balances.
Livemint Weighs Whether AI Can Be Trusted With Your PortfolioLivemint examines whether investors should hand portfolio decisions to AI tools, and what questions to ask before doing so.
FICO Weighs Subscription Pricing For Mortgage Credit ScoresFICO is reportedly studying a subscription pricing model for mortgage credit scores, with a 2027 target date, HousingWire reports.